Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.5K Sell
1,518
-71
-4% -$725 ﹤0.01% 2160
2025
Q1
$12.6K Buy
1,589
+71
+5% +$561 ﹤0.01% 2264
2024
Q4
$11.9K Buy
1,518
+900
+146% +$7.07K ﹤0.01% 2298
2024
Q3
$1.95K Sell
618
-290
-32% -$914 ﹤0.01% 2831
2024
Q2
$2.57K Sell
908
-215
-19% -$609 ﹤0.01% 2689
2024
Q1
$17.7K Sell
1,123
-263
-19% -$4.14K ﹤0.01% 2056
2023
Q4
$27.2K Sell
1,386
-241
-15% -$4.74K ﹤0.01% 1767
2023
Q3
$33.1K Sell
1,627
-198
-11% -$4.03K ﹤0.01% 1600
2023
Q2
$53.3K Buy
1,825
+13
+0.7% +$380 ﹤0.01% 1385
2023
Q1
$50.9K Hold
1,812
﹤0.01% 1383
2022
Q4
$33.6K Sell
1,812
-2,366
-57% -$43.8K ﹤0.01% 1554
2022
Q3
$66K Sell
4,178
-402
-9% -$6.35K ﹤0.01% 1152
2022
Q2
$116K Sell
4,580
-575
-11% -$14.6K ﹤0.01% 907
2022
Q1
$186K Buy
5,155
+94
+2% +$3.39K 0.01% 739
2021
Q4
$388K Sell
5,061
-68
-1% -$5.21K 0.01% 475
2021
Q3
$493K Sell
5,129
-219
-4% -$21.1K 0.02% 372
2021
Q2
$571K Buy
5,348
+80
+2% +$8.54K 0.02% 313
2021
Q1
$472K Sell
5,268
-252
-5% -$22.6K 0.02% 327
2020
Q4
$555K Sell
5,520
-223
-4% -$22.4K 0.03% 243
2020
Q3
$281K Buy
5,743
+576
+11% +$28.2K 0.02% 371
2020
Q2
$211K Sell
5,167
-971
-16% -$39.7K 0.01% 433
2020
Q1
$95K Buy
6,138
+374
+6% +$5.79K 0.01% 654
2019
Q4
$130K Buy
+5,764
New +$130K 0.01% 608